Paul started his career with Northwestern Mutual as a college intern in the fall of 1992. Once Paul graduated from UCLA with a B.S. in Political Science in 1992, he continued to build his practice across the United States and has been a Wealth Management Advisor for over 26 years. He is a proud 8-time member of the Northwestern Mutual Forum.
Paul believes it is important to continually check in with your financial plan. The average couple spends less than 30 minutes per year discussing their financial plans together. Paul’s job is to make sure that the people he works with can review and update their plan regularly, with the assistance of an expert.
Paul has earned his CLU® and ChFC® designations which help him to approach his clients from a dynamic needs analysis or planning perspective.
- CLU® – Chartered Life Underwriter® – The Chartered Life Underwriter (CLU®) designation has long been recognized as the fundamental and foremost educational credential for life insurance professionals. Since 1927, more than 94,000 individuals have earned their CLU®, helping them build a successful life insurance practice by providing clients with knowledgeable and ethical advice. For financial representatives, field management, home office personnel, and others involved in providing life insurance products to the public, the CLU® designation symbolizes continuing growth and commitment to professionalism.
- ChFC® - A Chartered Financial Consultant® –The Chartered Financial Consultant (ChFC®) designation focuses on the comprehensive financial planning process as an organized way to collect and analyze information on a client's total financial situation; to identify and establish specific financial goals; and to formulate, implement, and monitor a comprehensive plan to achieve those goals. The ChFC® program provides financial services professionals with in-depth knowledge of the skills needed to perform comprehensive financial planning for their clients.